Kiltearn Partners LLP Top Holdings and 13F Report (2025) About Kiltearn Partners LLPInvestment ActivityKiltearn Partners LLP has $605.21 million in total holdings as of December 31, 2024.Kiltearn Partners LLP owns shares of 31 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 6.17% of the portfolio was purchased this quarter.About 15.92% of the portfolio was sold this quarter.This quarter, Kiltearn Partners LLP has purchased 33 new stocks and bought additional shares in 7 stocks.Kiltearn Partners LLP sold shares of 23 stocks and completely divested from 3 stocks this quarter.Largest Holdings Affiliated Managers Group $70,420,125Comcast $47,241,300CarMax $39,105,808Southwest Airlines $37,979,942Dollar General $30,123,286 Largest New Holdings this Quarter SUNRISE COMMUNICATIONS AG $14,227,041 Holding Largest Purchases this Quarter SUNRISE COMMUNICATIONS AG 330,247 shares (about $14.23M)Gilead Sciences 78,300 shares (about $7.23M)Polaris 119,500 shares (about $6.89M)Dollar General 47,234 shares (about $3.58M)SOLVENTUM CORP 32,800 shares (about $2.17M) Largest Sales this Quarter Affiliated Managers Group 83,700 shares (about $15.48M)Check Point Software Technologies 61,700 shares (about $11.52M)Tenaris 221,800 shares (about $8.38M)CarMax 52,300 shares (about $4.28M)Southwest Airlines 121,300 shares (about $4.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKiltearn Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMGAffiliated Managers Group$70,420,125$15,477,804 ▼-18.0%380,81411.6%FinanceCMCSAComcast$47,241,300$2,225,529 ▼-4.5%1,258,7617.8%Consumer DiscretionaryKMXCarMax$39,105,808$4,276,048 ▼-9.9%478,3006.5%Retail/WholesaleLUVSouthwest Airlines$37,979,942$4,078,106 ▼-9.7%1,129,6836.3%TransportationDGDollar General$30,123,286$3,581,282 ▲13.5%397,3005.0%Retail/WholesaleCVSCVS Health$29,105,240$3,074,965 ▼-9.6%648,3684.8%MedicalCIThe Cigna Group$27,972,982$303,754 ▼-1.1%101,3004.6%MedicalMDTMedtronic$23,665,329$2,524,208 ▼-9.6%296,2613.9%MedicalABEVAmbev$23,602,855$1,068,930 ▲4.7%12,758,3003.9%Consumer StaplesLYBLyondellBasell Industries$22,615,215$2,354,359 ▼-9.4%304,5003.7%Basic MaterialsRHIRobert Half$21,736,910$2,106,754 ▼-8.8%308,5003.6%Business ServicesLBTYALiberty Global$16,834,740$1,643,462 ▼-8.9%1,319,3372.8%Computer and TechnologyVALEVale$16,052,039$1,107,863 ▲7.4%1,809,7002.7%Basic MaterialsPIIPolaris$15,799,404$6,885,590 ▲77.2%274,2002.6%Auto/Tires/TrucksSEESealed Air$15,507,672$1,671,202 ▼-9.7%458,4002.6%Industrial ProductsHCAHCA Healthcare$14,917,455$1,530,765 ▼-9.3%49,7002.5%MedicalSWKStanley Black & Decker$14,243,446$1,533,539 ▼-9.7%177,4002.4%Industrial ProductsSUNRISE COMMUNICATIONS AG$14,227,041$14,227,041 ▲New Holding330,2472.4%ADS CL ASYYSysco$14,060,994$1,498,616 ▼-9.6%183,9002.3%Consumer StaplesGILDGilead Sciences$13,938,633$7,232,571 ▲107.9%150,9002.3%MedicalEBAYeBay$13,510,923$2,465,610 ▼-15.4%218,0942.2%Retail/WholesaleTSTenaris$11,055,805$8,381,822 ▼-43.1%292,5591.8%Industrial ProductsFDXFedEx$9,649,619$984,655 ▼-9.3%34,3001.6%TransportationNOVNOV$9,471,020$994,260 ▼-9.5%648,7001.6%Oils/EnergyWBAWalgreens Boots Alliance$9,423,300$1,053,357 ▲12.6%1,010,0001.6%Retail/WholesaleHOGHarley-Davidson$9,331,864$985,251 ▼-9.5%309,7201.5%Auto/Tires/TrucksCHKPCheck Point Software Technologies$8,345,490$11,519,390 ▼-58.0%44,7001.4%Computer and TechnologyXOMExxon Mobil$7,818,510$828,289 ▼-9.6%72,6831.3%Oils/EnergyGGenpact$7,501,218$884,770 ▼-10.6%174,6501.2%Business ServicesMUMicron Technology$5,098,076$572,288 ▼-10.1%60,5760.8%Computer and TechnologySOLVENTUM CORP$4,855,410$2,166,768 ▲80.6%73,5000.8%COM SHSSTTState Street$0$14,411,763 ▼-100.0%00.0%FinanceKTKT$0$5,117,080 ▼-100.0%00.0%Computer and TechnologyWHWyndham Hotels & Resorts$0$4,875,936 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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